NLEq was in search of a company who are experts in custom development and have a deep understanding of coding. NLEQ CRM was outdated and with limited functionality.
NLEQ wanted to revamp their old CRM as per their current business needs: to make it faster, more secure and easier to increase sales and revenue.
Along with new CRM NLEQ were also required a Business Process Management Software through which they could automate their internal work processes and save cost and time
OST workflow experts and engineers did a detailed study of NLEQ CRM and visited their PA office to understand their needs and difficulties. Based on the study of our work flow expert we created the workflow and started work on migration and development.
We enhanced old CRM as per current business needs and developed software to manage Business Process. We combined CRM and Business processes in one place so client can avoid multiple logins.
Laeds are automatically sync and tracked via CRM
Generating automated bulk and 'multi' emails. Each campaign can be tracked and analysed separately.
Quote are unique and generated via CRM once the broker initiates.
Multiple reports can be generated through CRM
All Inventory can be managed through the CRM and sync with the website and other inventory platforms.
We created various roles as per client requirement. Each role has their own privileges.
Manage multiple client levels including consumers, companies, finance teams and freighters. Each client type has access to specific features.
The beauty and difficulty of working with an older company is wrestling with established business practices. On one hand, NLEq has succeeded for decades based on strong client relations and well-rated construction equipment. However, their software was outdated.
First, we migrated the old CRM into the new CRM, restructuring the old database to be able to handle greater user traffic and extensive product information and records. The challenge of building a CRM for an older company like NLEq was migrating all of their existing data into the new CRM while keeping the new CRM true to some of the functionalities of the old one.
Before we started working with OpenSource, we were doing $25,000–$30,000 per month in business. Now, we’re doing well over $90,000 per month. That’s a big step up in only a couple of months, and we credit a good amount of it to OpenSource.